See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,778 | $160,055-8.9% | $140,016+4.1% | $135,375+7.7% |
| Participation rate | 78.9% | 88.5%-9.6pp | 87.5%-8.5pp | 82.6%-3.7pp |
| Annual return | -8.04% | 911.38%-919.4pp | 651.12%-659.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $5,094 | $6,420-20.7% | $5,606-9.1% | $4,779+6.6% |
| Participant deferral / active EE | $2,630 | $7,642-65.6% | $6,927-62.0% | $5,609-53.1% |
| Admin fee / account holder | $1,457 | $13,328-89.1% | $10,705-86.4% | $10,827-86.5% |